Napa Wealth Management’s Global X Interest Rate Volatility & Inflation Hedge ETF IRVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,894
Closed -$317K 187
2024
Q4
$317K Sell
15,894
-52,786
-77% -$1.05M 0.14% 143
2024
Q3
$1.48M Buy
68,680
+35,847
+109% +$772K 0.7% 31
2024
Q2
$672K Buy
+32,833
New +$672K 0.45% 53